| Julie Bort / TechCrunch: |
Amazon launches the Trainium3 UltraServer, powered by the 3nm Trainium3 AI training chip, and teases Trainium4, which will be able to work with Nvidia's chips — Amazon Web Services, which has been building its own AI training chips for years now, just introduced a new version known as Trainium3 that comes with some impressive specs.| Robbie Whelan / Wall Street Journal: |
Amazon launches Trainium3, saying the AI chip is 4x faster than Trainium2 and can cut AI training and operating costs by up to 50% compared to equivalent GPUs — The company will start selling its Trainium3 processors as AI companies are looking to diversify their supply of data-center chips| Jordan Novet / CNBC: |
AWS launches Nova Forge, a $100,000/year service allowing clients to customize Amazon's AI models at various stages of training and refine open-weight models — Amazon has found a way to let cloud clients extensively customize generative AI models. The catch is that the system costs $100,000 per year.| Will Knight / Wired: |
| The Information: |
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads — OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT … | Ben Thompson / Stratechery: |
Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads — OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.| Simon Willison / Simon Willison's Weblog: |
| Reuters: |
Sources: Apple plans to not comply with India's mandate to preload a state-owned cyber safety app on all smartphones and will convey its concerns to New Delhi — Apple (AAPL.O) does not plan to comply with a mandate to preload its smartphones with a state-owned cyber safety app and will convey … | Jess Weatherbed / The Verge: |
YouTube launches Recap, which lets users review their most notable video habits over the past year, in the US on desktop and mobile, arriving globally next week — The new annual insights feature lets you review your top channels, interests, and other viewing habits.| Juli Clover / MacRumors: |
Apple says AI chief John Giannandrea is stepping down and will retire in spring 2026; ex-Microsoft CVP Amar Subramanya takes over, reporting to Craig Federighi — Apple AI chief John Giannandrea is stepping down from his position and retiring in spring 2026, Apple announced today.| Michael Nuñez / VentureBeat: |
Mistral launches Mistral 3, a family of 10 models under the Apache 2.0 license, including its new flagship Mistral Large 3 and nine smaller Ministral 3 models — Mistral AI, Europe's most prominent artificial intelligence startup, is releasing its most ambitious product suite to date … | Nicholas Kulish / New York Times: |
Michael and Susan Dell say they will deposit $6.25B for 25M children, or $250 per investment “Trump account”, comparing the gift to Dell's direct PC sales model — The tech billionaire and his wife hope other philanthropists follow their $6 billion lead in expanding the reach of soon-to-be-created “Trump accounts.”| Anthropic: |
Study: using the SCONE-bench benchmark of 405 blockchain smart contracts, Claude Opus 4.5, Claude Sonnet 4.5, and GPT-5 developed exploits together worth $4.6M — AI models are increasingly good at cyber tasks, as we've written about before. But what is the economic impact of these capabilities?| Allison Johnson / The Verge: |
Samsung unveils the Galaxy Z TriFold, with a 6.5" outer screen, a 10" inner screen, a Snapdragon 8 Elite for Galaxy SoC, and a 3.9mm body at its thinnest point — It's really called the TriFold and it's really coming to the US. … It'll launch first in Korea on December 12th, with a US launch planned for the first quarter of 2026.| Ryan Christoffel / 9to5Mac: |
AWS and Google Cloud announce a jointly-built multicloud networking solution and an open interoperability spec; AWS plans a rollout with Azure “later in 2026” — Outages at major web hosts can have huge impacts across society, as we see often such as with the recent Cloudflare outage.| Michael J. de la Merced / New York Times: |
Prediction market Kalshi raised $1B led by Paradigm at an $11B valuation, up from $5B after its $300M Series D in October, making its co-founders billionaires — The fund-raising effort, the company's third this year, values it at $11 billion, and comes amid stiff competition in the increasingly popular industry.| Stephanie Palazzolo / The Information: |
Sources: OpenAI is developing a new LLM, codenamed Garlic, that outperforms Gemini 3 and Claude Opus 4.5 in coding and reasoning tasks, per internal evaluations — OpenAI, which in recent weeks has appeared to fall behind Google in AI development, is fighting back with a new large language model codenamed Garlic.| Matthew Gault / 404 Media: |
Polymarket's Ukraine war betting, based on ISW's map, generated $1M+ in volume for “Will Russia capture Myrnohrad?”; an “unauthorized” map edit resolved the bet — A live map that tracks frontlines of the war in Ukraine was edited to show a fake Russian advance on the city of Myrnohrad on November 15.| Jeremy Kahn / Fortune: |
A profile of Dario Amodei and Anthropic, which is on track to hit a nearly $10B annualized run rate by the end of 2025, more than 10x what it generated in 2024 — Dario Amodei is, in his telling, the accidental CEO of an accidental business—one that just happens to be among the fastest-growing on the planet.| Krystal Hu / Reuters: |
| Sri Muppidi / The Information: |
Sources: Anthropic is in talks to buy developer tool startup Bun for low hundreds of millions, its first acquisition; Claude Code hit $1B in annualized revenue — Anthropic is in advanced discussions to buy Bun, a maker of software used to run and manage code more efficiently, according to a person with knowledge of the deal.| Globes: |
Israeli startup Zafran, an AI-native threat exposure management service, raised a $60M Series C led by Menlo Ventures, bringing its total funding to $130M — Zafran has also launched its agentic exposure management suite, positioning it to complete the entire end-to-end lifecycle across asset inventory … | Wall Street Journal: |
The Trump administration agrees to inject up to $150M into xLight, which makes lasers for EUV machines and has Pat Gelsinger on its board, for an equity stake — XLight to get up to $150 million to develop ultraprecise lasers for squeezing more circuits onto semiconductors| John Yoon / New York Times: |
South Korean police arrest four for hacking 120K home security cameras, whose footage was used to make sexually exploitative material; one hacker made ~$12K — The authorities arrested four people this week in the latest turn in the country's effort to stop exploitative recordings.| Berber Jin / Wall Street Journal: |
Ricursive, founded by ex-Google researchers to automate advanced chip design, raised $35M led by Sequoia at a $750M valuation and plans a product launch in 2026 — Founded by ex-Google researchers, Ricursive raised $35 million with backing from Sequoia to automate chip design| Rebecca Szkutak / TechCrunch: |
Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the “first industry-scale open reasoning vision language action model” — Nvidia announced new infrastructure and AI models on Monday as it works to build the backbone technology for physical AI …
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